Datalign Advisory

Datalign Advisory operates as a platform connecting clients with a curated network of fiduciary financial advisors. The company ensures that all advisors in its network are obligated to prioritize clients' financial interests above their own. Datalign Advisory conducts thorough evaluations of advisors' disclosures and disciplinary histories, followed by interviews to assess their areas of expertise. This rigorous selection process ensures that clients are matched with advisors who can meet their specific financial planning needs. The platform offers a broad spectrum of services, including estate planning, ESG investing, tax planning, and insurance, catering to both individual and institutional clients. Operating on a national scale, Datalign Advisory provides both in-person and remote financial planning services, making it accessible to a wide range of clients. The business model revolves around connecting clients with the right advisors, thereby facilitating personalized financial planning and investment strategies. By maintaining a selective network of advisors, Datalign Advisory positions itself as a trusted intermediary in the financial advisory market.

Keywords: fiduciary, financial planning, investment strategies, estate planning, ESG investing, tax planning, insurance, national coverage, personalized service, advisor network.